News : Maximizer CRM Upgrades Features of Wealth Management Software
Vancouver, BC, Canada, July 27, 2015 -- Maximizer Services INC., a provider of Wealth Management Customer Relationship Management (CRM) solutions, has upgraded key features of the software for financial advisors, releasing the new Maximizer CRM Wealth Management Edition 3.0 (WME 3.0).
The upgraded solution is designed to more easily flag new business opportunities with existing clients and manage additional opportunities to expand a financial advisor’s practice. The solution includes more pre-configured segmentation searches as well as pre-built dashboards for displaying upcoming reviews, renewals and expirations.
GO FOR GOLD AND REPRESENT YOUR NATION!
The 2018 13th annual Top Ranking Performers Global Awards are open until 31st Dec 2017
John Easton, Director, Wealth Management CRM for Maximizer, notes: "All of the enhancements implemented are the result of feedback from existing clients – financial advisors who understand the importance of having a better grip on the client profile for the development of their business. We now provide an even more straightforward way for them to easily capture and tap into their vital client information."
Posted by Veronica Silva Cusi, news correspondent
Today's Tip of the Day - Mandatory Information
More Editorial From Maximizer Software
About Maximizer Software:
For the last 20 years Maximizer CRM has had a singular focus – delivering powerful CRM software, cloud CRM technology, and mobile CRM solutions that small and medium businesses actually need and want to use. Whether you’re an entrepreneur, small or medium business, or a large enterprise with hundreds of employees and thousands of customers, Maximizer CRM Software has the right solution for you – Cloud CRM, On-Premise CRM software and Mobile CRM. Simple, intuitive and easy to deploy, use and manage, Maximizer comes complete with sales force automation, CRM for marketing, custom reports and dashboards and full contact and customer management capabilities.
Published: Thursday, July 30, 2015
Genesys® powers 25 billion of the world’s best customer experiences each year. Our success comes from connecting employee and customer conversations on any channel, every day. Over 10,000 companies in...
|Bright Pattern Inc|
Bright Pattern is an effective cloud contact center software which helps businesses to simplify multichannel service. Bright Pattern’s solution features enterprise-grade architecture that offers n...
8x8, Inc. (Nasdaq: EGHT) leverages its patented software technologies to deliver high quality voice solutions with integrated messaging and video to businesses of any size with employees in any locati...
Mitel is a global provider of enterprise and small business communications solutions and services. The company focuses on blending powerful infrastructure with an intuitive human interface to deliver ...